Institutional Ownership Vanguard Dividend Appreciation (VIG)
This table provides information about the institutional ownership of Vanguard Dividend Appreciation (VIG). We have compiled data on the 2,503 institutions that hold shares in the stock, with a total of 234 Million shares, which have been reported (via 13F filing form) to have a value of $42.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
576
shares
|
$104,918
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Feb 19, 2025 Q4 2024 |
571
shares
|
$104,007
0.0% of portfolio
|
Q3 2024
Reduced 39.77%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Apr 23, 2025 Q1 2025 |
557
shares
|
$101,457
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
551
shares
|
$100,364
0.04% of portfolio
|
Q4 2024
Reduced 3.16%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
549
shares
|
$100,000
0.02% of portfolio
|
Q2 2023
Added 31.65%
|
|
|
Fairway Wealth LLC
Independence, OH |
Feb 07, 2025 Q4 2024 |
540
shares
|
$98,361
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
534
shares
|
$97,268
0.01% of portfolio
|
Q3 2023
Added 136.28%
|
|
|
Avondale Wealth Management
|
Apr 08, 2025 Q1 2025 |
517
shares
|
$94,171
0.06% of portfolio
|
Q3 2019
Added 13.88%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Feb 18, 2025 Q4 2024 |
513
shares
|
$93,442
0.06% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Trinity Financial Advisors LLC
|
Apr 15, 2025 Q1 2025 |
502
shares
|
$91,439
0.01% of portfolio
|
Q1 2025
Reduced 70.85%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
500
shares
|
$91,075
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
494
shares
|
$89,982
0.02% of portfolio
|
Q3 2022
Added 0.61%
|
|
|
Toth Financial Advisory Corp
|
Apr 14, 2025 Q1 2025 |
492
shares
|
$89,617
0.01% of portfolio
|
Q4 2024
Reduced 9.23%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
482
shares
|
$87,796
0.18% of portfolio
|
Q4 2024
Reduced 86.09%
|
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
473
shares
|
$86,156
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Apr 14, 2025 Q1 2025 |
455
shares
|
$82,878
0.04% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
454
shares
|
$82,696
0.02% of portfolio
|
Q4 2024
Added 26.82%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
450
shares
|
$81,967
0.01% of portfolio
|
Q3 2024
Reduced 53.13%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Feb 27, 2025 Q4 2024 |
446
shares
|
$81,238
0.02% of portfolio
|
Q1 2024
Reduced 5.11%
|
|
|
Allianz Se
Munich, 2M |
Feb 12, 2025 Q4 2024 |
441
shares
|
$80,328
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Feb 06, 2025 Q4 2024 |
435
shares
|
$79,235
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Feb 13, 2025 Q4 2024 |
426
shares
|
$77,595
0.01% of portfolio
|
Q1 2024
Added 13.9%
|
|
|
First Pacific Financial
|
Apr 23, 2025 Q1 2025 |
414
shares
|
$75,410
0.02% of portfolio
|
Q1 2025
Added 1625.0%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
414
shares
|
$75,410
0.03% of portfolio
|
Q4 2024
Added 3.76%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
414
shares
|
$75,410
0.06% of portfolio
|
Q1 2025
Added 11.59%
|